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Marcum Wealth’s Boeing BA Stock Holding History

Marcum Wealth’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.9M Buy
11,132
+321
+3% +$55.6K 0.16% 69
2024
Q4 		$1.91M Sell
10,811
-39
-0.4% -$6.12K 0.17% 65
2024
Q3 		$1.65M Buy
10,850
+1,017
+10% +$174K 0.15% 68
2024
Q2 		$1.79M Buy
9,833
+70
+0.7% +$12.5K 0.18% 57
2024
Q1 		$1.88M Buy
9,763
+532
+6% +$109K 0.19% 56
2023
Q4 		$2.41M Buy
9,231
+159
+2% +$34K 0.26% 39
2023
Q3 		$1.74M Buy
9,072
+1,219
+16% +$267K 0.21% 51
2023
Q2 		$1.66M Buy
7,853
+19
+0.2% +$3.95K 0.19% 55
2023
Q1 		$1.66M Buy
7,834
+155
+2% +$32.2K 0.21% 55
2022
Q4 		$1.46M Sell
7,679
-84
-1% -$13.7K 0.19% 60
2022
Q3 		$940K Buy
7,763
+136
+2% +$20.9K 0.14% 84
2022
Q2 		$1.04M Sell
7,627
-229
-3% -$33.8K 0.16% 85
2022
Q1 		$1.5M Buy
7,856
+1,743
+29% +$350K 0.21% 66
2021
Q4 		$1.23M Sell
6,113
-544
-8% -$115K 0.17% 86
2021
Q3 		$1.46M Buy
6,657
+237
+4% +$52.9K 0.23% 61
2021
Q2 		$1.54M Sell
6,420
-373
-5% -$90.2K 0.25% 49
2021
Q1 		$1.73M Buy
6,793
+1,576
+30% +$350K 0.28% 42
2020
Q4 		$1.12M Buy
5,217
+3,433
+192% +$660K 0.26% 34
2020
Q3 		$295K Buy
1,784
+60
+3% +$10.2K 0.09% 83
2020
Q2 		$316K Buy
1,724
+223
+15% +$34.3K 0.1% 84
2020
Q1 		$224K Buy
1,501
+213
+17% +$58.3K 0.09% 78
2019
Q4 		$420K Buy
+1,288
New +$456K 0.16% 58

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Marcum Wealth's BA Position: Q1 2025 in Review

Marcum Wealth increased its Boeing (BA) stake by 3% in Q1 2025, buying an estimated $55.6K and bringing the position to 11,132 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #69.

Marcum Wealth first reported a position in BA in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.41M in Q4 2023. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Marcum Wealth held 11,132 shares of Boeing worth $1.9M as of Q1 2025.
  • Marcum Wealth bought 321 Boeing shares in Q1 2025, an estimated $55.6K.
  • Boeing made up 0.16% of Marcum Wealth's portfolio in Q1 2025, its #69 holding.
  • Marcum Wealth first reported a position in Boeing in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Boeing position peaked at $2.41M in Q4 2023.
  • 2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.